View Profile

Cloudiverse Cpas

(16)

Income Tax Preparation, Advisory Services, Book Keeping

“Unlike most of them, Lydia understood right away what had to be done and revised my tax returns to get me a refund which was more than what I had expected.”

i

View Profile

Carlo Sarabia - Financial Advisor

(11)

Protecting Your Wealth, Building Your Wealth, Added Value Services

“It is without hesitation that I highly recommend Carlo Sarabia Insurance Broker for outstanding in securing and advising on the most suitable insurance for my family, both in a professional and friendly manner.”

i

View Profile

Hu Brietkopf

(2)

Private Financing, Debt Consolidation, First Time Home Buyers

“Thank you Hu for all your hard work our family is super impressed with all your efforts we highly recommend hu for your mortgage needs..”

i

View Profile

Stratego Financial

(3)

Pre-Retirees, Retirees, Business Owners

“Vanson has helped and advised me with obtaining private health and dental insurance and travel insurance.”

i

View Profile

The Lifestyle Protector

(2)

Wealth Management, Financial Planning, Estate Planning

“I highly highly recommend Lynn as one of those rare professionals who genuinely cares, provides a warm personal touch, while providing expert holistic advice.”

i

View Profile

Thaker Financial

(12)

Questions
Networking
Insurance

“I recently met with her to set up a critical illness insurance policy for myself, something I never previously thought about that I now consider crucial.”

i

View Profile

Muir Investment Team - Raymond James

(1)

“Great guy and a dedicated worker who always makes sure clients are 100% happy with their investments, treats their investments like his own.”

i

View Profile

Axiom-Frontline Financial Services

“Theresa's services are very professional, reliable, legit and always on time. Products she is providing are clearly explained allowing customers to better understand what they will be getting. Very friendly and caring environment. Overall experience:...”

FAQs

What is Living Benefits?

Living benefits are insurance solutions focused on providing protection should something unfortunate happen while you are still living. Such as accident, sickness, or disability.

What is Accident Insurance?

Accidents are unavoidable. Many people are injured simply doing everyday activities such as housework, renovations, any sport or recreational activity. Accident insurance coverage pays cash directly to you and you can use for what ever you need.

What is Critical Illness Insurance?

Critical illness can give you one time lump sum tax-free payment if you diagnosed with a serious condition. Your contract will define which conditions you are covered for. Some example could include cancer, heart attack or stroke.

What is Disability Insurance?

Disability Insurance pays you a monthly income to help pay for your mandatory expenses if an illness or accident stops you from working. We customize your plan to suits your personal needs.

How do I file an insurance claim?

Filing a claim can be overwhelming. We want to make it as smooth and easy as possible for you. Our professional agents are also here to assist you when filing a claim form.

This information can be found on the FAQ page on our website.

i

View Profile

Cinnamon Jang Willoughby

(1)

“Edit: no more free coffee, 4 stars.”

i

View Profile

Orca Financial

(5)

“I would certainly recommend Orca Pacific and wish them only the best in the future.”

i

View Profile

Wealthviser Private Wealth

Process, Team, Philosophy

““Our clients come to us to help preserve and grow their wealth, and to find a true path to financial independence for themselves and their loved ones. We truly believe the planning our clients do with us allows them to make a difference in their own ...”

i

View Profile

E-Focus CPA Business Solutions

Tax Preparation and Planning, Outsourced Accounting and Bookkeeping, Outsourced Cfo/Controller

“Our CPA firm can keep your books up-to-date, accurate, and organized with our outsourced accounting and bookkeeping services. We'll take on everything from accounts payable and monthly reconciliations of your bank and credit card accounts, to process...”

i

View Profile

Contextplanning

“Keith is President of context planning ltd. and is an independent insurance advisor able to quote, source and place business with all the major companies in Canada's insurance market. He works with personal and corporate clients on their risk managem...”

i

View Profile

Capital Concepts Group

“Capital Concepts Group has helped hundreds of people just like you to answer these questions. Together, we can discover your Successful Retirement Number and tailor a personalized plan to achieve it. We'll be happy to provide you with a complimentary...”

i

View Profile

Inwest Financial

“This year has been a brutal one for investors. Stocks are down, bonds are down, real estate is down—there has been nowhere to hide. TheToronto Stock Exchangenet total return is negative 11% year-to-date. The S&P 500 has been much worse, with a 23% dr...”

i

View Profile

DC Complete Financial

i

View Profile

True Asset Advisory

“True wealth is lasting, it stands the test of the markets and risks that comes our way. Truewealth allows us the freedom to live the life we choose. True wealth does not come from investment funds of the week or tax evasion strategies. True wealth is...”

i

View Profile

Money Strategies Financial

“We treat all our clients with the utmost respect by providing them with competent advice in a friendly, relaxed atmosphere; delivered with a personal touch. You will find us enjoyable to work with and supportive of our service.”

i

View Profile

Hibernia Financial Group

“Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc.. Please confirm ...”

i

View Profile

Live Longer Live Better

i

View Profile

Innovative Wealth Management

“Philip Primeau and the staff at Innovative have prepared our annual tax returns for many years and we have always been happy with the results. Last year, we employed them as a tax advisor and we were given a range of income/tax options that helped us...”

i

View Profile

Portfolio Planning

(50)

Mortgage Calculator, Insurance, Flat-Fee Financial Planning

“My partner and I went to Vishal when we needed insurance to protect ourselves, each other, and our greatest asset which is our home, in the event if something were to happen to us.”

i

View Profile

Canadian Wiseinvest

(37)

Individual Services, Corporate Services

“Throughout my journey, I have been associated with Wiseinvest for an extended period of time, and I can confidently say that at every stage of my financial life, I have greatly benefited from the expert advice, guidance, and valuable references provi...”

i

View Profile

Insightful Wealth Group - Raymond James

(11)

Estate Planning
Team
Investments

“We have an excellent repoire with Christine and have been clients for many years.”

i

Average Cost	$3733
Minimum cost	$1245
Maximum cost	$10577
Avg Per Hour Rates	$374

Best Financial Advisors in Burnaby, BC

The highest-rated Financial Planning & Wealth Management companies out of 43 vetted & reviewed in the Burnaby area.

Cloudiverse Cpas

Carlo Sarabia - Financial Advisor

Hu Brietkopf

Stratego Financial

The Lifestyle Protector

Thaker Financial

Muir Investment Team - Raymond James

Axiom-Frontline Financial Services

Cinnamon Jang Willoughby

Orca Financial

Wealthviser Private Wealth

E-Focus CPA Business Solutions

Contextplanning

Capital Concepts Group

Inwest Financial

DC Complete Financial

True Asset Advisory

Money Strategies Financial

Hibernia Financial Group

Live Longer Live Better

Innovative Wealth Management

Portfolio Planning

Canadian Wiseinvest

Insightful Wealth Group - Raymond James

Retirement Planning and Investment Management Services in Burnaby, BC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Burnaby

Popular in Burnaby